← Tributary

TRITON FINANCIAL GROUP, INC.

MARLBOROUGH, MA · CRD 153048 · IAPD ↗ · tritonfinancialgroup.com · 508-480-8383

$237.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — TRITON FINANCIAL GROUP, INC. (MARLBOROUGH, MA) left the SEC roster (was $237.2M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
December 2024 — TRITON FINANCIAL GROUP, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.